Category: Financial Planning

Principles of Sound Investing

| Financial Planning

When it comes to breaking down some of the complicated tasks in life, we tend to focus on strategies or step-by-step guides. This can work when the job is simple. Like, “How do I make chocolate brownies?” Google answers, “First get a pan. Then turn on the oven.” However, reducing complex elements of our life ...

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Managing Money in Changing Times

| Financial Planning

You have likely heard the expression, “the more things change, the more they stay the same.” We believe this to be true in the world of finance as well. Of course, there are always idiosyncratic differences with every passing day. The rain today might be a bit heavier than it will be tomorrow. This November ...

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Leading from the Heart

| Financial Planning

Tracy is excited to be back teaching, especially as she knows that it is now more important than ever, to lead from the heart. This is her “ikigai“. Being able to teach and connect with people, while helping them to increase their flow of energy and money, is her strongest passion. She knows all too ...

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